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Using Leadr Home
Leadr Home is the single-look view that shows users what's upcoming or due next.
Leadr Home puts your team, your day, and your to-do list front and center so you can focus on the most critical parts of your day. You can learn more about Leadr Home and how you can leverage its features below.
Customize Home
You can now add, remove, and rearrange widgets on Leadr Home to customize it to your liking.
To rearrange the widgets, just click on the widget's title and drag it to a new location like this:
Add and Remove Widgets
You can also add and remove widgets from Leadr Home by clicking the Customize button. To add or remove a widget, just hover over it in the drawer and click the button!
Meetings Widget
What meetings show up in the module?
Users will see all meetings within the next two calendar days.
As a meeting organizer, you can review meetings from external calendars and choose whether to import the meeting into Leadr or ignore them. Once imported, all other meeting participants will see the meetings in the module (Home) and on their Meetings tab.
How do I see ignored meetings?
Users can toggle on or off the “View Ignored Meetings” option within the meeting widget menu tree to view ignored meetings.
Can Users without a connected calendar still use the meetings widget?
Yes. The module will support non-connected calendar users. Please note this may change in future updates. Communication will be sent to Leadr users in advance of any significant change.
People Widget
People are at the heart of the Leadr Home dashboard. You can get at-a-glance updates on people metrics and easily see who on your team is requesting feedback, updating goal progress, and collaborating well with teammates.
Which people show up in Leadr Home?
The list of people shown depends on the user’s role in the organization:
- Managers: Themselves, their manager (without metrics), and then their direct reports
- Individual Contributors: Themselves, their manager (without metrics), and then other people who report to the same manager (without metrics)
- Execs see metrics for all users displayed
Goals Widget
The Goals widget will show your upcoming goals sorted by due date descending, with a drop-down menu allowing you to filter by type of goal. You are able to enable or disable cascading view. Clicking "view all" will bring you to the goals module where you will see all of your goals.
- Personal Goals
All personal goals where the user is the goal owner
- Team Goals
All team goals the user is the owner or a collaborator in are displayed
- Org Goals
All non-private org goals are displayed (all users are at least viewers of non-private org goals)
All private org-goals the user is the owner or a collaborator in are displayed
Celebrate Widget
The Celebrate widget will show you the next 30 days at a maximum of 5 of your coworkers work anniversaries or birthdays. Clicking "view all" will let you see all events within the next 30 days.
What's Due Widget
The What's Due widget will display the top 10 open (non-complete) items requiring action assigned to the current user, sorted by due date (action items, feedback, surveys, learning, and reviews). You can sort by category by clicking the drop-down menu at the top of the widget.
Recognition Widget
the Recognition widget will show the 5 most recent recognitions submitted in your organization. Clicking "view all" will bring you to the full Recognition module, where you can see all previous recognition.
The Leadr Advantage
What is Organizational Clarity?
This widget answers the first four of what Lencioni calls "The 6 Critical Questions". With Organizational Clarity on Leadr Home, every team member can be reminded of what's most important each day to ensure alignment.
"The single, greatest advantage any company can achieve is organizational health."
- Patrick Lencioni
What is Team Clarity?
Users will see the answers to the last two of "The 6 Critical Questions". These two questions reinforce Team alignment, creating clarity around how each team will succeed. Users with more than one Team can toggle between teams using the drop-down menu next to Team Clarity.
How do I edit these widgets?
Organizational Clarity
Admins can edit Organizational Clarity from their Admin settings. Once in this tab, scroll down to view the Organizational Questions and edit them. Be sure to click "Save Settings" at the bottom of the page once completed.
Team Clarity
Any Team Owner can edit Team Clarity from the Teams page within the People widget. Team Clarity questions are answered when creating or editing a Team. View Teams | Create, Manage, and Use for more information on how to edit Teams.
Video Walk-Thru
If you have any additional questions, please feel free to reach us at support@leadr.com